红利板块防御价值有望凸现，国企红利ETF（159515）涨0.17%

Group 1 - The core viewpoint of the articles highlights a market style shift, with the technology sector declining while cyclical and dividend stocks are gaining momentum, driven by multiple factors including fundamentals and policies [1][2] - The National Enterprise Dividend Index combines the themes of state-owned enterprises and dividend strategies, enhancing the effectiveness of investment strategies, and is expected to benefit from further reforms in state-owned enterprises [2] - The National Enterprise Dividend ETF has shown a positive performance, with a 0.17% increase, while individual stocks within the index, such as Xiamen International Trade and Chongqing Department Store, also reported gains [1] Group 2 - The research from Everbright Securities indicates that the current market environment favors sectors with risk resistance capabilities, particularly dividend and cyclical stocks, amidst fluctuating market sentiments [1] - Nomura Orient International Securities emphasizes the defensive nature of dividend stocks in the context of escalating Sino-U.S. trade tensions, suggesting a renewed focus on dividend yield amidst geopolitical risks [1] - The National Enterprise Dividend Index is positioned to select high-quality state-owned enterprises with strong profitability and low valuations, making it a noteworthy investment opportunity [2]